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First Trust Energy AlphaDEX Fund
FXN

140 hedge funds and large institutions have $1.03B invested in First Trust Energy AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more capital invested

Capital invested by funds: $136M → $1.03B (+$892M)

185.83% more ownership

Funds ownership: 52.86% → 238.68% (+186%)

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

14% more funds holding

Funds holding: 123 → 140 (+17)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
54
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$580M
2
Morgan Stanley
Morgan Stanley
New York
+$20.4M
3
NP
Nilsine Partners
Colorado
+$18.2M
4
ASN
Advisory Services Network
Georgia
+$12.8M
5
NA
NewEdge Advisors
Louisiana
+$12.6M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$1.37M
2
FTUS
Flow Traders U.S.
New York
-$847K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$546K
4
GAA
Global Assets Advisory
Florida
-$450K
5
NA
Navellier & Associates
Nevada
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$693K +$598K +30,862 New
Jones Financial Companies
52
Jones Financial Companies
Missouri
$674K +$73.2K +3,778 +15%
JIP
53
Jaffetilchin Investment Partners
Florida
$665K +$574K +29,596 New
TRCT
54
Tower Research Capital (TRC)
New York
$651K +$282K +14,537 +101%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$640K +$552K +28,487 New
CF
56
Centaurus Financial
California
$638K +$22.5K +1,159 +4%
GVCM
57
Global View Capital Management
Wisconsin
$594K +$513K +26,463 New
EH
58
Equitable Holdings
New York
$582K +$2.35K +121 +0.3%
Truist Financial
59
Truist Financial
North Carolina
$553K -$46.7K -2,411 -9%
Citigroup
60
Citigroup
New York
$553K -$8.28K -427 -2%
MML Investors Services
61
MML Investors Services
Massachusetts
$499K -$9.5K -490 -2%
CCA
62
Cottonwood Capital Advisors
Utah
$478K – – –
TSS
63
Two Sigma Securities
New York
$448K +$387K +19,955 New
HI
64
Harbour Investments
Wisconsin
$445K +$316K +16,283 +459%
FFA
65
Farther Finance Advisors
California
$437K -$155 -8 -0%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$409K – – –
RFWA
67
RPg Family Wealth Advisory
Massachusetts
$406K -$250K -12,891 -42%
RPG
68
Risk Paradigm Group
Texas
$393K -$250K -12,891 -42%
1W
69
1776 Wealth
Georgia
$368K – – –
AWM
70
AE Wealth Management
Kansas
$362K -$2.69K -139 -0.9%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$355K +$306K +15,800 New
LFAS
72
Level Four Advisory Services
Texas
$332K +$12.2K +629 +4%
IWM
73
IHT Wealth Management
Illinois
$332K -$2.77K -143 -1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$312K +$269K +13,872 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$306K +$264K +13,640 New
1 2
3
4 5

FXN Hedge Fund Activity: Q1 2026 in Review

140 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy AlphaDEX Fund (FXN) for Q1 2026, worth a combined $1.03B — up 654% from $136M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FXN positions and 12 closed out — a net gain of 21 holders — while 54 added to existing stakes and 21 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $580M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.37M sold.

  • 140 institutional investors held First Trust Energy AlphaDEX Fund (FXN) as of Q1 2026, up from 123 in Q4 2025.
  • Funds reported $1.03B of First Trust Energy AlphaDEX Fund stock for Q1 2026, up 654% quarter-over-quarter.
  • 33 funds opened new First Trust Energy AlphaDEX Fund positions in Q1 2026 and 12 closed out, a net change of +21 holders.
  • The largest First Trust Energy AlphaDEX Fund buyer in Q1 2026 was First Trust Advisors, an estimated $580M added.
  • The largest First Trust Energy AlphaDEX Fund seller in Q1 2026 was Stratos Wealth Partners, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2026.